Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$363K Hold
9,360
0.18% 80
2025
Q1
$366K Sell
9,360
-20,000
-68% -$783K 0.2% 78
2024
Q4
$1M Hold
29,360
0.52% 42
2024
Q3
$1.21M Hold
29,360
0.6% 39
2024
Q2
$1.14M Hold
29,360
0.57% 38
2024
Q1
$1.27M Hold
29,360
0.72% 34
2023
Q4
$1.1M Hold
29,360
0.58% 40
2023
Q3
$1.07M Hold
29,360
0.55% 40
2023
Q2
$1.06M Hold
29,360
0.52% 42
2023
Q1
$1.05M Hold
29,360
0.51% 44
2022
Q4
$1.04M Hold
29,360
0.52% 46
2022
Q3
$864K Hold
29,360
0.53% 49
2022
Q2
$1.6M Hold
29,360
0.82% 31
2022
Q1
$1.6M Hold
29,360
0.7% 37
2021
Q4
$1.62M Hold
29,360
0.7% 36
2021
Q3
$1.4M Hold
29,360
0.64% 38
2021
Q2
$1.46M Hold
29,360
0.67% 38
2021
Q1
$1.31M Hold
29,360
0.65% 41
2020
Q4
$1.35M Hold
29,360
0.7% 39
2020
Q3
$1.38M Hold
29,360
0.82% 36
2020
Q2
$1.5M Hold
29,360
0.92% 33
2020
Q1
$1.39M Hold
29,360
1.09% 30
2019
Q4
$1.73M Hold
29,360
1.05% 30
2019
Q3
$1.57M Hold
29,360
0.94% 31
2019
Q2
$1.47M Hold
29,360
0.79% 37
2019
Q1
$1.53M Hold
29,360
0.83% 36
2018
Q4
$1.4M Hold
29,360
0.85% 34
2018
Q3
$1.47M Hold
29,360
0.77% 37
2018
Q2
$1.48M Buy
+29,360
New +$1.48M 0.88% 37